See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC4 years Service code 17 · EIN 26-0058143 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 276095734 | Pension Consulting | $42,725 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 30-1413443 | Accounting | $14,700 |
Service code 19 730 THIRD AVE. · NEW YORK, NY 100173206 | Securities Custodian | $5,868 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,948 | $96,018+61.4% | $65,493+136.6% | $85,563+81.1% |
| Participation rate | 98.7% | 74.8%+23.9pp | 73.1%+25.6pp | 66.0%+32.8pp |
| Annual return | 14.16% | 14.51%-0.4pp | 982.45%-968.3pp | 31.51%-17.4pp |
| Employer contribution / active EE | $4,950 | $3,235+53.0% | $2,574+92.3% | $2,654+86.5% |
| Participant deferral / active EE | $4,456 | $4,055+9.9% | $3,961+12.5% | $4,375+1.8% |
| Admin fee / account holder | $77 | $271-71.7% | $5,028-98.5% | $834-90.8% |